Modern Software Solutions for Engagement Efficiency

Kipsi is a bespoke technology platform for professional services firms looking to streamline and automate their client engagements

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Our Products

Kipsi R&B icon
Made for
Accounting Firms
Consulting Firms
Specialty Law Firms

Facilitate best in class R&D tax credit studies with Kipsi

Our R&D tax credit solution streamlines every aspect of conducting a R&D tax credit study

Enhance the client experience with intuitive collaboration tools.
Reduce manual overhead using modern tools and automation to ease the burden on your teams
Greater visibility into all aspects of your workflows allow you to be proactive instead of reactive

Streamline Surveys

Collect information for tax studies from clients and track their progress in real time without hassle.

Provide a simple, step-by-step experience to help clients seamlessly complete surveys
Answer client questions or leave feedback directly inside Kipsi

Automate Requests

Save time on gathering supporting documentation and client follow up

Send multiple requests for documentation to customers
Reduce manual overhead by automating client follow up emails and even choose different levels of follow up frequency for different requests

Automate Requests

Save time on gathering supporting documentation and client follow up

Send multiple requests for documentation to customers
Reduce manual overhead by automating client follow up emails and even choose different levels of follow up frequency for different requests

Allocate Expenses

Easily allocate expenses across various R&D projects

Allocate employee, supply & contractor expenses across qualifying R&D projects
Assign client contacts to provide allocation information and track their progress to completion

Manage Engagements

Manage all your ongoing engagements in one view and easily see which clients need immediate attention

Quickly identify which clients have outstanding items with our homepage dashboard
Assign team members to engagements with visibility into who is under or over staffed

Manage Engagements

Manage all your ongoing engagements in one view and easily see which clients need immediate attention

Quickly identify which clients have outstanding items with our homepage dashboard
Assign team members to engagements with visibility into who is under or over staffed

Streamline Surveys

Collect information for tax studies from clients and track their progress in real time without hassle.

Provide a simple, step-by-step experience to help clients seamlessly complete surveys
Answer client questions or leave feedback directly inside Kipsi
R&D tax credit questionnaire with comments between accounting firm and client
Automate PBC (Provided By Client)
Requests

Automate Requests

Save time on gathering supporting documentation and client follow up

Send multiple requests for documentation to customers
Reduce manual overhead by automating client follow up emails and even choose different levels of follow up frequency for different requests

Allocate Expenses

Easily allocate expenses across various R&D projects

Allocate employee, supply & contractor expenses across qualifying R&D projects
Assign client contacts to provide allocation information and track their progress to completion
Allocate research and development (R&D) expenses
Manage client engagements with deadline and status tracking

Manage Engagements

Manage all your ongoing engagements in one view and easily see which clients need immediate attention

Quickly identify which clients have outstanding items with our homepage dashboard
Assign team members to engagements with visibility into who is under or over staffed
Kipsi PBC icon
Made for
Accounting Firms
Consulting Firms
Law Firms
Client reading documentation request from accounting firm

Manage client requests & documentation in one place.

Our PBC (Provided By Client) tool provides a unified client experience while saving you valuable time

Improve your client's experience with their own portal for uploading documentation
Gain deeper visibility into your engagement progress with request status tracking
Reduce manual overhead by automating client follow up emails

Client Portal

Clients can securely upload documents in Kipsi and easily see what remaining requests are left to complete.

Reduce client confusion with detailed request descriptions
Notify clients when they are assigned a request

Request Management

Easily identify outstanding PBC items in Kipsi through robust status tracking.

Set deadlines to stay on schedule and communicate priority to the client
Approve submitted requests or reject them and automatically send them back to the client if information is missing

Request Management

Easily identify outstanding PBC items in Kipsi through robust status tracking.

Set deadlines to stay on schedule and communicate priority to the client
Approve submitted requests or reject them and automatically send them back to the client if information is missing

Email Automation

Save time following up on PBC requests with Kipsi’s automated emailing system.

Assign client contacts per PBC request to ensure only the correct people at the client are getting notified
Select email frequency per request to control how often individuals at each client are contacted
client portal for uploading support documents

Client Portal

Clients can securely upload documents in Kipsi and easily see what remaining requests are left to complete.

Reduce client confusion with detailed request descriptions
Notify clients when they are assigned a request

Request Management

Easily identify outstanding PBC items in Kipsi through robust status tracking.

Set deadlines to stay on schedule and communicate priority to the client
Approve submitted requests or reject them and automatically send them back to the client if information is missing
Manage supporting documentation requests using Kipsi
automated email reminder from
accounting firm

Email Automation

Save time following up on PBC requests with Kipsi’s automated emailing system.

Assign client contacts per PBC request to ensure only the correct people at the client are getting notified
Select email frequency per request to control how often individuals at each client are contacted
Kipsi Forms icon
Made for
Accounting Firms
Consulting Firms
Law Firms
client filling out survey for R&D tax credit study

Streamline client questionnaires for efficient data collection

Kipsi Forms centrally manages and administers client facing surveys at scale while capturing the unique voice of every firm with our robust customization options

Efficiently manage engagements with real time status tracking on every questionnaire
Impress clients with an intuitive step-by-step design and modern collaboration features
Scale your practice with templates specialized for every service line and industry sector

Questionnaire Management

Deliver engagements on time with detailed deadline and status tracking

Track questionnaire progress in real time and see your client’s responses as they fill out the form
Administer different kinds of questionnaires as part of the same engagement to gather all the information you need to do your work

Client Portal

Clients can fill out questionnaires and communicate with your firm directly in Kipsi

Clients can see all questionnaires assigned to them in one place and complete them with ease
If a client gets stuck, they can post a question and the firm can respond directly within the questionnaire the client is working on

Client Portal

Clients can fill out questionnaires and communicate with your firm directly in Kipsi

Clients can see all questionnaires assigned to them in one place and complete them with ease
If a client gets stuck, they can post a question and the firm can respond directly within the questionnaire the client is working on

Customization & White Labeling

Provide next level client experiences with a software tool that looks and feels like it was built only for your firm

Customize every aspect of your questionnaire from content wording, example responses, section headers, number of questions per section and format of each question
Kipsi can add your firm’s logo on the client portal and every questionnaire for a truly branded experience
client survey sent as part of ESG
engagement

Questionnaire Management

Deliver engagements on time with detailed deadline and status tracking

Track questionnaire progress in real time and see your client’s responses as they fill out the form
Administer different kinds of questionnaires as part of the same engagement to gather all the information you need to do your work

Client Portal

Clients can fill out questionnaires and communicate with your firm directly in Kipsi

Clients can see all questionnaires assigned to them in one place and complete them with ease
If a client gets stuck, they can post a question and the firm can respond directly within the questionnaire the client is working on
client portal for accounting, consulting and law firms
white labeled email from consulting firm

Customization & White Labeling

Provide next level client experiences with a software tool that looks and feels like it was built only for your firm

Customize every aspect of your questionnaire from content wording, example responses, section headers, number of questions per section and format of each question
Kipsi can add your firm’s logo on the client portal and every questionnaire for a truly branded experience

About Kipsi

Kipsi is a bespoke technology platform for professional services firms looking to streamline and automate their client engagements. We are former Big Four professionals and technology leaders passionate about creating software to make the lives of accountants, consultants and lawyers easier.

Vision

To make modern technology tools accessible to professional services firms, regardless of location or size.

Testimonials

"The PBC tool is great because it allows us to provide clear examples to clients upfront, which helps ensure we get the information we need right away. Additionally, the automated follow-up emails are a huge time saver. They help keep clients on track and reduce the need for manual follow-ups on our end."

Clayton Vaughn

R&D Tax Lead, Finvisor

"Kipsi not only provides a user-friendly platform but also offers customization tailored to individual needs. From the PBC module, to Questionnaire templates, the ease at which a custom solution can be created is what made us choose Kipsi."

Thomas Zavieh, CPA

Partner, Frazier & Deeter

"My favorite features are the templates and notifications. They are easy to set up and have the functionality our team needs. If we need to make a change in the middle of a client project, it is easy to do so. Keep doing what you're doing, Kipsi!"

Bonnie Hansen

Tax Manager, BPM

"The best thing about Kipsi is keeping all our documents, workpapers, questions and answers, and expenses all within one software. It organizes the process, from client documents to communication, and helps us complete projects from beginning to end."

Sam Leon

Head of R&D Tax Credits & Incentives,

"Kipsi not only provides a user-friendly platform but also offers customization tailored to individual needs. From the PBC module, to Questionnaire templates, the ease at which a custom solution can be created is what made us choose Kipsi."

Thomas Zavieh, CPA

Partner, Frazier & Deeter

"My favorite features are the templates and notifications. They are easy to set up and have the functionality our team needs. If we need to make a change in the middle of a client project, it is easy to do so. Keep doing what you're doing, Kipsi!"

Bonnie Hansen

Tax Manager, BPM

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"The PBC tool is great because it allows us to provide clear examples to clients upfront, which helps ensure we get the information we need right away. Additionally, the automated follow-up emails are a huge time saver. They help keep clients on track and reduce the need for manual follow-ups on our end."

Clayton Vaughn

R&D Tax Lead, Finvisor

"Kipsi not only provides a user-friendly platform but also offers customization tailored to individual needs. From the PBC module, to Questionnaire templates, the ease at which a custom solution can be created is what made us choose Kipsi."

Thomas Zavieh, CPA

Partner, Frazier & Deeter

"My favorite features are the templates and notifications. They are easy to set up and have the functionality our team needs. If we need to make a change in the middle of a client project, it is easy to do so. Keep doing what you're doing, Kipsi!"

Bonnie Hansen

Tax Manager, BPM

"The best thing about Kipsi is keeping all our documents, workpapers, questions and answers, and expenses all within one software. It organizes the process, from client documents to communication, and helps us complete projects from beginning to end."

Sam Leon

Head of R&D Tax Credits & Incentives,

"Kipsi not only provides a user-friendly platform but also offers customization tailored to individual needs. From the PBC module, to Questionnaire templates, the ease at which a custom solution can be created is what made us choose Kipsi."

Thomas Zavieh, CPA

Partner, Frazier & Deeter

"My favorite features are the templates and notifications. They are easy to set up and have the functionality our team needs. If we need to make a change in the middle of a client project, it is easy to do so. Keep doing what you're doing, Kipsi!"

Bonnie Hansen

Tax Manager, BPM

Meet the Team

Claire headshot
Co-Founder & CEO

Claire is the CEO and co-founder of Kipsi. She spent the majority of her career in product management at various B2B SaaS companies and developed a love for accounting software while working at BlackLine. Prior to that, Claire worked as an accountant at Deloitte and holds a Bachelors in Accounting from Loyola Marymount.

Xiaolong headshot
Co-Founder & CTO

Xiaolong is the CTO and co-founder of Kipsi. Previously, he was the founding engineer at Kolena, a machine learning software company. Prior to Kolena, Xiaolong spent the majority of his career at Netflix and Apple working on large scale distributed backend systems. Xiaolong holds a Masters in Computer Science from Columbia University.

Alex headshot
Founding Engineer

Alexander is a founding engineer and the first employee at Kipsi. His entire career has been exclusively at early stage startups because he enjoys fast paced environments where he can have a large impact on the business. Alex graduated from Hack Reactor and holds a Bachelors in Biomedical Engineering from USC.

Mathieu Dufour Portrait
Founding Engineer

Mathieu is a founding engineer at Kipsi. He brings extensive startup experience designing, developing, and maintaining user-focused software as a full-stack software engineer. In his free time, Mathieu enjoys solving rock climbing problems, building drones, and traveling the world. He holds a Bachelor's degree in Software Engineering and a Minor in Entrepreneurship from McGill University.

Customer Success Manager

Ryan is a Customer Success Manager and Kipsi's first Go-To-Market hire. He brings extensive startup experience, specifically within the fintech and tax industry. Ryan holds a Bachelor's degree in Business Administration with a Finance Emphasis from Chapman University.

Product designer

Tamara is a seasoned product designer with over five years of experience, specializing in SaaS products. With a keen eye for detail and a passion for user-centred design, she is committed to crafting intuitive and visually engaging experiences that empower users and drive business success. Dedicated to remaining at the forefront of industry trends, she consistently delivers cutting-edge solutions.

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Careers

Kipsi is based in the Bay Area, but we are a remote-first company. Come join our growing team!

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See all open positions
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Customer Success Stories

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Maybe, you’re not sure if your company is a fit to the R&D Tax Credit. This is something really common.

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Get in Touch!

Interested in a demo, or just want to learn more? We look forward to hearing from you.

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